Vaughan & Co. Securities, Inc.
Vaughan & Co Securities, Inc. is a US-based registered investment adviser headquartered in Ridgewood, New Jersey. Founded in 1985, the firm provides portfolio management, financial planning, and investment advisory services primarily to individuals, including both high-net-worth and non-high-net-worth clients, as well as pension and profit sharing plans. The firm employs approximately 5-7 people, most of whom are investment professionals, and manages over $250 million in assets, serving around 440 client accounts.
Investment Strategy
Vaughan & Co Securities, Inc. builds tailored portfolios that are diversified across US and international equities, ETFs, and fixed income, with a strong emphasis on large-cap growth, small-cap, dividend, and value strategies. The firm utilizes both passive and active ETFs and individual securities, aiming to provide steady compounding and long-term capital appreciation while managing risk according to client goals. Their approach is grounded in fundamental research and balanced asset allocation to serve a variety of individual and institutional client needs.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 13.14% | $24.7M | 52,807 | $189.69 | $468.41 | +$2.2M |
G GSLC | GOLDMAN SACHS ETF TR | 12.62% | $23.8M | 182,337 | $69.53 | $130.28 | +$1.8M |
I IWO | ISHARES TR | 12.42% | $23.4M | 73,054 | $222.07 | $320.04 | +$2.7M |
H HDV | ISHARES TR | 11.31% | $21.3M | 173,894 | $99.99 | $122.45 | +$1.7M |
I ISCV | ISHARES TR | 10.29% | $19.4M | 290,658 | $51.89 | $66.64 | +$2.1M |